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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$763K -$237K -4,844 -24%
WA
277
Wambolt & Associates
Colorado
$737K +$167K +3,410 +30%
SWM
278
SigFig Wealth Management
California
$733K +$722K +14,725 New
TW
279
Towerpoint Wealth
California
$709K -$18.6K -380 -3%
AWS
280
Arkfeld Wealth Strategies
Nebraska
$706K +$60.9K +1,243 +10%
PFG
281
Pacific Financial Group
Washington
$704K +$55.2K +1,127 +9%
CM
282
Churchill Management
California
$696K -$17.7M -360,516 -96%
FA
283
FCG Advisors
New Jersey
$694K +$679K +13,847 New
ISWM
284
Independent Solutions Wealth Management
New York
$683K -$48.6K -992 -7%
9WM
285
9258 Wealth Management
Ohio
$671K
FNBOO
286
First National Bank of Omaha
Nebraska
$663K +$28.7K +585 +5%
CI
287
CX Institutional
Indiana
$662K +$32.1K +655 +5%
IF
288
Intrua Financial
Texas
$657K +$45.1K +920 +8%
BWM
289
BT Wealth Management
Georgia
$655K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$638K +$99.5K +2,030 +19%
PMFA
291
Plante Moran Financial Advisors
Michigan
$634K -$13.7K -279 -2%
VWA
292
V Wealth Advisors
Kansas
$631K -$1.33M -27,202 -68%
NA
293
NewEdge Advisors
Louisiana
$609K -$2.05M -41,764 -77%
CG
294
Colony Group
Massachusetts
$606K +$29.4K +600 +5%
GWSG
295
GPS Wealth Strategies Group
Colorado
$597K +$584K +11,919 New
WPW
296
Waldron Private Wealth
Pennsylvania
$586K +$101K +2,055 +21%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$583K +$570K +11,631 New
SS
298
Sunbelt Securities
Texas
$580K -$4.61K -94 -0.8%
OMC
299
Old Mission Capital
Illinois
$573K -$350K -7,139 -38%
SAG
300
Spotlight Asset Group
Illinois
$559K

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.